Tier 3.5 · Project Engagement

AI Implementation & Optimization

Most businesses know they should be using AI. This engagement identifies exactly where — finds the right tools, sets them up, and trains your team so the gains actually stick.

Fixed FeeEngagement Type
12–25 hrs Engagement Time
30-Day Check-In Included
Done-For-You Setup

Overview

What Is This Engagement?

The AI landscape is overwhelming. Thousands of tools, dozens of platforms, and no shortage of people telling you AI will transform your business — without explaining how, specifically, for your business.

This engagement cuts through the noise. I audit your current workflows, identify where AI and automation will have the highest ROI, recommend the specific tools that fit your situation — not generic suggestions — set them up for you, and train your team on how to use them.

The goal is measurable: hours saved per week, overhead reduced, and a team that actually uses their new tools. This can be delivered as a standalone engagement or as an add-on to Tier 1 or Tier 3.

What You Receive

Your Deliverables

🔍

Workflow Audit

A systematic review of your operations — identifying every manual, repetitive process that AI or automation could improve, with time and ROI estimates.

🛠️

Customized Tool Recommendations

Specific tool recommendations for each identified opportunity — with rationale, pricing, integration requirements, and expected ROI — matched to your budget.

⚙️

Hands-On Implementation

I set up the selected tools for you. You do not figure out Make.com workflows alone — I build them, test them, and hand them off working.

📚

Team Training & Documentation

Usage documentation plus a live training session so the efficiency gains actually stick beyond the engagement.

📞

30-Day Check-In Call

A follow-up call one month after delivery to troubleshoot issues and identify the next round of optimization opportunities.

How It Works

The Four Dimensions

1

Workflow Audit

Map every major workflow in the business. Identify manual, repetitive, time-consuming steps. Score each by time consumed, frequency, error rate, and automation feasibility.

Process Mapping · Time Study · Prioritization
2

AI Tool Selection

Match identified opportunities to the right tools. Evaluate cost, learning curve, integration with existing systems, and reliability. Select the highest-ROI options.

Tool Research · Cost-Benefit · Integration Check
3

Implementation

Set up selected tools. Build automation workflows. Configure integrations. Test everything. Document all settings so it is maintainable without me.

Setup · Automation Build · QA Testing
4

Training & Handoff

Train your team on each tool with use-case-specific guidance. Create quick-reference documentation. Ensure gains stick after the engagement ends.

Team Training · SOPs · Quick-Reference Docs

Is This Right for You?

Strong Fit If…

  • You are manually doing tasks that AI could automate: email drafting, scheduling, reporting, data entry
  • You have tried AI tools on your own but gotten overwhelmed or inconsistent results
  • You want to save 5–15 hours per week across your team without hiring
  • You are completing a Tier 1 or Tier 3 engagement and want to implement the AI recommendations
  • Your competitors are using AI and you are not sure how to catch up effectively
  • You want a custom setup done for your specific workflows — not a YouTube tutorial

Internal Reference — SOP

This section is restricted to Belfield Advisory internal use only.

Incorrect access code.
Standard Operating Procedure
Internal use only · Stephen M. Bevilacqua · Belfield Advisory Solutions

Phase 1 · Pre-Engagement

  • Send engagement letter and workflow intake form
  • Intake covers: current tools/software stack, top 5 time-consuming tasks, team size/roles, AI tool budget, tech comfort level (1–5)
  • Research client's industry-specific AI use cases before kickoff call

Phase 2 · Workflow Discovery (60–90 min)

  • Walk through each major function: sales, operations, finance, marketing, customer service
  • For each: what tools are used, time spent, what is manual or repetitive, what causes errors
  • Identify top 5–8 automation opportunities
  • Discuss tool comfort level and any hard limits (data privacy, budget ceiling)

Phase 3 · Audit & Recommendations (4–6 hrs)

  • Build Workflow Audit: process map, time estimate, and automation feasibility score for each workflow
  • Research and evaluate 2–3 tool options per identified opportunity
  • Build Tool Recommendation Matrix: tool name, use case, cost, ease of setup, estimated time savings, priority
  • Draft implementation plan with sequencing and timeline

Phase 4 · Implementation (6–15 hrs)

  • Start with highest-ROI, lowest-complexity tools first
  • FOR ZAPIER/MAKE: document trigger, actions, filters, and error handling before building; test with 5+ real data samples
  • FOR AI TOOLS: build custom prompts/workflows; test outputs for accuracy and reliability
  • Document all settings and logic for each tool
  • QA every tool: run test cases, verify outputs, confirm reliability

Phase 5 · Training & 30-Day Check-In

  • Conduct team training session (60–90 min): live walkthrough of each tool in context of their actual job
  • Create quick-reference SOP doc for each tool: purpose, how to use, what to do if it breaks
  • Send all documentation as PDF and editable Google Doc
  • 30-Day Check-In: review what is working, troubleshoot issues, identify next optimizations
Tools: Make.com · Zapier · Claude AI · Tidio · QuickBooks AI · Canva AI · Power BI · Zoom

Ready to Get Started?

Every engagement begins with a free 30-minute discovery call — no commitment, just clarity.

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